The Celigo Connector includes a multitude of features, including the following:
Synchronize Customers and Contacts
Users can create quotes and sales orders from Salesforce opportunities with the click of a button, allowing downstream organizations to act instantly and eliminating the need to "walk" information to other departments for redundant data entry. The Connector synchs up the related account and contacts from Salesforce automatically as needed.
Convert Opportunities to Quotes or Sales Orders
Product and pricing updates are propagated instantly from NetSuite to Salesforce, providing the sales force with the most current and accurate product and pricing information. Price levels in NetSuite are converted into Salesforce Price Books, providing the sales force with several pricing options.
| Quotes: Create a quote in NetSuite in real-time using the Quote button, or create multiple quotes from a single opportunity. The Connector also creates a Quote custom object in Salesforce, along with a PDF representation of the quote that is stored within the Salesforce quote, which the sales rep can email directly from Salesforce. It also supports line-item level discounts, subscription terms, and similar features. |
| Sales Orders: The Sales Order button creates a sales order in NetSuite in real-time. Subsequent updates to the opportunity can also be configured to update the NetSuite Sales Order, depending on its status. |
Back Office Visibility from within Salesforce
The Celigo Connector lets your sales force monitor orders as they move through fulfillment and billing. You can monitor in real time subsequent related customer financial transactions such as customer payments, credits, and refunds, and you can also access the latest account financials.
Sales reps can also monitor past-due invoices, accounts with credit holds, and the status of credit refunds. The Celigo Connector delivers this level of access out-of-the-box.
Extended visibility from Salesforce into NetSuite lets your sales force better manage the entire customer relationship beyond the original sale, increasing profitability, customer satisfaction, and customer retention.
Synchronize Products and Pricing
Give your sales force the most current product and pricing information, with product and pricing updates propagated instantly from NetSuite to Salesforce. The Celigo Connector converts price levels in NetSuite into Salesforce Price Books, providing your sales force with complete pricing options. It also lets all departments use the same product catalog, ensuring smooth, precise processing of opportunities, quotes, and orders.
Other Features
Does your enterprise process renewal opportunities? Sell through partner or reseller channels? Require multi-level approvals for sales discounts? Use complex parent/child account structures? The Celigo Connector supports many of these requirements out-of-the-box, and it can be customized quickly and easily to support your specific requirements.
The Connector is powered by the Celigo Integrator—a cloud based integration platform for integrating any other application with NetSuite. With more than one hundred customers and tens of thousands of transactions every day, the Celigo Integrator is a proven platform hosted on world class infrastructure.
Integration-as-a-Service
Powered by the Integrator, the Connector is offered as a managed subscription, which includes hosting, maintenance and support. It allows users to manage the integration without ever having to leave the NetSuite application. We commit to the following:
| Monitor performance and uptime 24/7, including heartbeat monitoring of specific integration connections. |
| Ensure that the Connector is always compatible with the latest NetSuite updates. Rigorously test all new releases, and transparently release fixes when applicable. |
| Push enhancements frequently, keeping your integration efficient and always up to date with the latest functionality. |
Detailed information on the Celigo Integrator is available here.
Data Mapping
The out-of-the-box installation of the Connector includes a comprehensive set of data field mappings. These field mapping can be updated through a user interface that is implemented directly within NetSuite. All record types supported through the SuiteTalk Web Services interface are fully supported, as is the ability to map custom records, custom fields, hierarchical data types, and more. This interface allows even business users to make changes to the integration without having to make changes to the code.
Monitoring
Monitor every aspect of this integration from the context of a single NetSuite dashboard—one page offering complete visibility including custom portlets, KPIs, meters, and graphs. Integration activity is logged directly inside NetSuite with the ability to specify summary or detailed logging. The summary logging occurs at the job level, capturing the details of the import/export. The detailed logging occurs at the record level, and includes the ability to click through from the summary.
No time to keep track of everything? Preconfigured alerts are provided through standard NetSuite alert functionality. With a few clicks, administrators can configure these alerts to suit the needs of their enterprise.
